Results driven and highly motivated Business Analyst with a demonstrated track record in successful as an assistant project manager, effective team leadership, and exemplary customer service. Eagerly pursuing opportunities within a dynamic organization that encourages ambition and seeks to leverage my exceptional communication, leadership, and organizational skills to contribute to the company's success across various roles.
Overview
14
14
years of professional experience
Work History
INSURANCE BROKER
Health Markets
Peoria, AZ
11.2022 - Current
Successfully develop and manage a Medicare division serving individual clients.
Brokered a wide range of insurance products including Health Insurance, Medicare Insurance (all Carriers), Life Insurance, and Accidental Insurance.
Implemented lead generation strategies, outreach activities, and built strong networking relationships to expand client base.
Developed and executed comprehensive sales-marketing plans resulting in increased market penetration and client acquisition.
Designed product offerings and benefit packages tailored to meet diverse client needs.
Established efficient operation channels, including online, telephonic, and in-person enrollment procedures.
Enhanced client satisfaction by delivering personalized insurance solutions and exceptional customer service.
Procurement-Accountants Payable
AimPro Mechanical
Scottsdale, AZ
02.2018 - 11.2022
Managed comprehensive accounts payable processes for multiple construction projects, overseeing invoice processing, payment scheduling, and expense tracking with meticulous attention to detail.
Verified and reconciled invoices against purchase orders, contracts, and delivery receipts to ensure accuracy in billing and compliance with project specifications.
Coordinated closely with project managers and subcontractors to review and approve payment requests, ensuring adherence to contractual terms and project budgets.
Prepared and executed lien releases, certified payroll reports, and prevailing wage documentation in strict compliance with regulatory requirements, facilitating smooth project operations and regulatory compliance.
Collaborated proactively with the procurement team to negotiate favorable terms and pricing with suppliers and vendors, achieving significant cost savings and enhancing project profitability.
Resolved payment discrepancies and disputes promptly and diplomatically with subcontractors and suppliers, fostering positive relationships and ensuring timely resolutions.
Prepared and analyzed financial reports such as cash flow projections, aging reports, and project-specific expense summaries, providing valuable insights for decision-making and financial planning.
Conducted regular audits of accounts payable processes to identify opportunities for process improvements, implemented effective controls, and optimized efficiency across operations.
Team Leader
Discover Financial Institution
Phoenix, AZ
06.2016 - 02.2018
Developed positive employee relationships through effective communication and coaching, resulting in increased productivity and job satisfaction
Managed daily workflow and delegated tasks to ensure smooth operations, meeting performance goals and deadlines
Conducted regular employee performance evaluations and provided constructive feedback, fostering continuous improvement and growth
Implemented training sessions and provided coaching to develop an effective team, resulting in improved staff performance and job satisfaction
Analyzed business performance data and identified areas of strength and weakness, developing corrective action plans for continuous improvement
Reviewed candidate resumes, scheduled and conducted interviews, and hired high-performing talent to meet business objectives
Suggested and implemented various operational strategies to increase productivity and efficiency
Created and distributed training aids to support the onboarding of new team members
Created shift schedules and coordinated staffing levels to maintain optimal operations during employee absences, while completing opening, closing, and shift change functions thoroughly to maintain operational standards each day.
Account Manager
Discover Financial Institution
Phoenix, AZ
07.2013 - 06.2016
Progressed through all levels of collections from all stages
Assisted customers on inbound and outbound calls in a fast-paced, goal-oriented collections department
Processed customer refunds and resolved client discrepancies
Reduced delinquency for collection accounts
Demonstrated patience and self-drive to produce results
Utilized active listening skills to effectively problem solve.
Waitress
Pauls on Main
Rochester Hills, MI
08.2010 - 05.2013
Provided exceptional customer service by greeting patrons, taking accurate orders, and ensuring a positive dining experience
Demonstrated strong communication skills by effectively explaining menu items, daily specials, and accommodating customer preferences
Successfully handled a high volume of orders during peak hours, maintaining efficiency and accuracy
Effectively managed cash transactions, adhering to strict cash handling procedures and maintaining an accurate cash drawer
Trained and mentored new staff members
Adapted quickly to changes in the menu, accommodating dietary restrictions, and providing recommendations based on customer preferences.